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Adopted by the board

Everyone deserves
a safe way back to work.

This is the plan the Alliance is working to. It says what we are for, what we have adopted, what we are building, and how we will know whether any of it worked.

Status

Adopted by the board. The independent review each director carried out alone closed on 24 August 2026, with input from all five directors.

Edition

Public Edition, 27 August 2026. A Board Edition carries the funding model, targets and governance detail, and governs where the two differ.

Who we are

A Canadian federal non-profit, incorporated 10 July 2026. Corporation No. 1808118-2. A plain non-profit, not a registered charity, so no tax receipts are issued.

The standard

Does not exist yet. Version 1 is being written, and nothing in this plan implies the standard already governs anyone.

Licence

This plan is published under CC BY-SA 4.0. You may quote it, cite it and build on it, with attribution.

Two colleagues at a desk, working through a printed document together in daylight.
Section 02

Return to work succeeds or fails through the interaction of health, workplace conditions, psychologically safe practices, and disability management. The system assesses only the first.

The workplace, not the diagnosis, decides recovery. That is the finding this whole plan rests on, and it is the one the system does not currently act on.

1What we are for

Canada's disability system decides whether a person is fit to return to work through a medical lens: diagnosis, functional capacity, clinical checkboxes. It does not assess the workplace the person is returning to, and that omission is the error.

Disability is biopsychosocial. Recovery and sustainable return to work depend on the interaction of health, workplace conditions, psychologically safe practices, and effective disability management, not diagnosis alone. A psychologically unsafe workplace halts healing and causes preventable secondary harm.

The National Alliance for Psychologically Safe Disability Management exists to correct this. It defines the standard for ethical, evidence-informed, biopsychosocial disability management. It builds a membership of the practitioners and clinicians who already know the system is failing. It converts reforming institutions into committed signatories.

The strategy is prescribe first, then hold practice to account. Set the standard, build the base, and only then measure practice against it. We are pro-standard, not anti-insurer. Some carriers have already shifted toward a biopsychosocial, less adversarial model, and those early movers are our strongest asset rather than our target.

2The problem

Return to work succeeds or fails through the interaction of health, workplace conditions, psychologically safe practices, and effective disability management, not clinical care alone. Yet the system assesses only the clinical piece. Underneath that omission sit failures documented in our evidence dossier and seen first-hand inside Canadian disability operations.

  • Adjudication diverges from the evidence. Claims are decided on logic the research contradicts.
  • Employers offload the file to a third party, then wash their hands of the workplace they control.
  • Some employers manipulate the decision, exerting bad-faith influence on whether a claim is allowed.
  • A capacity crisis. Too many claims, too few qualified case managers.
  • The process itself harms the claimant. The system meant to help becomes a source of injury.
  • Supervisors and organizations fly blind, and everything is medicalized, when disability is biopsychosocial.

The evidence is not ambiguous. Supervisor behaviour predicts return-to-work success more reliably than diagnosis or claim duration. Workplace-based interventions cut disability duration and cost. Psychological safety is measurable rather than a mood: a one-unit gain in a workplace's psychosocial safety climate was associated with a roughly ten per cent drop in sickness absence over a year.

The courts have begun to price the failure. In 2023 the Ontario Court of Appeal upheld $1.5 million in punitive damages for a bad-faith long-term-disability denial. In 2015 the Saskatchewan Court of Appeal addressed $500,000 where insurers concealed an approved claim and coerced a settlement. Employers have been held liable for exiting disabled workers at the return stage. Full citations sit in the evidence resource.

Poor mental health costs Canada roughly $180 billion a year, of which about $110 billion is borne by employers through disability claims, wage replacement, benefits, overtime, accommodations, turnover and compliance. On the current trajectory the figure reaches roughly $600 billion by 2050. The employer share is the economic case for this plan in a single number.

3Mission, vision and values

Adopted by the board on 28 July 2026. Reproduced here as adopted.

Mission. To make disability management in Canada ethical, evidence-informed, and biopsychosocial, grounded in the finding that recovery and sustainable return to work depend on the interaction of health, workplace conditions, leadership, and disability management processes. Psychological safety is a foundational condition for healing, resilience, and sustainable return to work, and the workplace, its leaders and supervisors, and the systems that support return to work all play decisive, and too often ignored, roles in recovery.

Vision. A Canada where return-to-work decisions weigh the workplace and its psychological safety alongside health, not a clinical checkbox alone, and where no one is harmed by the system meant to support them.

The eight values.

  1. 3.1
    Ethics before expediency. Decisions follow the evidence and never manipulation. The right choice over the easy one, even under funding or political pressure.
  2. 3.2
    Trauma-informed and psychologically safe. Every interaction accounts for how psychological injury, power imbalance, and institutional response shape recovery, trust, and participation, and seeks to avoid re-traumatization.
  3. 3.3
    Whole-person recovery. Recovery depends on the interaction of health, workplace conditions, and leadership. The person, not a diagnosis or a file.
  4. 3.4
    Collaboration creates better outcomes. Change happens through partnership with workers, employers, insurers, unions, and providers, not through blame.
  5. 3.5
    Dignity without exception. Every person is treated with respect and believed, regardless of the outcome of their claim.
  6. 3.6
    Courage to improve. We have the difficult conversations resistance requires, and hold ourselves to the same standard we ask of others.
  7. 3.7
    Humility. We stay open to evidence that challenges our own assumptions.
  8. 3.8
    Independent. Beholden to the standard, not to any insurer, employer, vendor, professional association, or government or political body.

Biopsychosocial is the framework the Alliance thinks in rather than a value in its own right, which is why it does not appear in the list. Independence does appear, because two directors separately named it as the line never to be crossed.

The eight principles of the founding charter are a separate instrument and are not merged with these values.

4How the change happens

If we name a credible standard for psychologically safe, biopsychosocial disability management, and organize the practitioners, clinicians and reforming institutions who already believe in it, then assessment of the workplace, and not just the diagnosis, becomes a required input to return-to-work decisions. So that fewer people are harmed by the process, and recovery is shaped by the environment they return to.

What we put in. The evidence dossier. The founding charter. The founding board. The practitioner and clinician network. The institutions already shifting toward a biopsychosocial model.

What we do. Define and publish the standard, co-authored with members. Convene practitioners, clinicians and reforming institutions. Maintain the public evidence resource. In phase two, measure practice against the standard.

What comes out. A signed charter. A co-authored standard. A membership base. A public, citable evidence resource. Named accountability.

What changes. Practitioners adopt the standard. Reforming institutions assess the workplace and psychological safety before a return decision. Claims are handled on the evidence. The medical-model default is openly challenged.

What it is for. The biopsychosocial standard becomes the norm in Canadian disability management, recovery is shaped by the receiving workplace, and the process stops being a source of harm.

The assumptions this rests on, stated plainly.

  • Practitioners will adopt a standard that carries no regulatory force, because it gives their professional judgment a citable backing.
  • Reforming institutions self-select. The early movers come to the standard, and the laggards meet it later as their peers' practice.
  • The evidence base stays persuasive as it is tested publicly.
  • Free public goods build the standing that paid programs then draw on.

Where accountability starts and stops. The Alliance holds itself accountable for what it controls: publishing the standard, keeping the evidence resource current and verified, and running its programs with integrity. It can influence, never guarantee, what depends on others: institutional adoption, practice change, and the reduction in harm those would produce. There is no regulatory mandate behind this standard. Adoption is earned, not imposed.

5What we build

The principle is earn standing first, claim authority second. Evidence and open public goods come before credentialing.

The standard. Define, publish and steward the standard of practice for psychologically safe, biopsychosocial disability management, co-authored with founding members, grounded in the evidence, and aligned with recognized frameworks including CSA Z1003 and Z1011.

Version 1 publishes as the Foundational Edition. It is drafted from the ratified charter and the verified evidence base, then challenged by a named multi-stakeholder panel that includes paid lived-experience seats. Those seats hold a real gate: the board cannot publish over a lived-experience stop-flag on a worker-facing clause. Every clause is labelled evidence-supported, consensus-based, or emerging, with the thresholds fixed before drafting and never adjusted afterwards. The whole draft then opens to free public comment for a full sixty days, which is the recognised minimum for a national standard, with every comment answered in a published register. NIDMAR, CSPDM and CSA Group each receive a formal written invitation to comment, published alongside the draft.

The standard does not exist yet. We are not publishing a date for version 1 on this page, because the board has not adopted one, and a standard claiming national scope is worth more finished properly than finished quickly.

The evidence track. Maintain the public evidence resource, covering research, case law and claimant experience, as the citable backbone. Free, permanently. Next to be built is a tribunal and case-law watch, source-locked and human-verified entry by entry.

Membership. Convene the people who do the work and the institutions willing to commit. Signing the charter is joining. All membership categories are non-voting: no member elects directors, approves fundamental changes, or controls the Corporation.

Accountability, in phase two. Once the standard exists and the base is built, measure practice against it and surface the gap. This is deliberately sequenced last.

Built and free today.

  • The supervisor conversation kit, source-locked and open-licensed.
  • The plain-language worker guide, evidence-verified.
  • Both are version 1 drafts still in board revision, and we say so rather than presenting them as finished.

Being built toward.

  • An annual State of Psychologically Safe Disability Management in Canada report, released each National AccessAbility Week. Never sponsored, by anyone.
  • A Lived-Experience Advisory Panel reviewing outputs in aggregate before publication.
  • Free self-assessments against the standard, scored entirely on your own screen. We never see or store a result, so we structurally cannot be accused of quietly grading anyone.
  • An annual award for improved practice. Recognition before exposure, because conferring praise earns the standing that judgment requires.
  • Individual certification. Certifying a person carries no conflict, because the person being assessed is not the person paying to be recognised as compliant.

What we are deliberately holding back. Any organizational seal, designation or verification mark is held, and will stay held. The institutions our accountability programme will later judge would be the same institutions paying us for a favourable rating, and that is a conflict no policy drafting can dissolve. Section 12 of our by-law requires any future organizational recognition to run through independent review rather than a stamp we issue on our own products. Paid facilitated benchmarks wait for a third year and will be delivered only by independent licensed reviewers.

6Who this is for

Workers and claimants. The people the system has harmed. Protected, never surveilled, never charged. They are who the Alliance exists for.

Practitioners and clinicians. Disability-management professionals, return-to-work specialists, occupational-health and clinical providers. The moral core of the membership. They sign as individuals.

Reforming institutions. Insurers, third-party administrators and employers moving toward the biopsychosocial model. They join at a higher bar, because they must do rather than only sign.

Employers. Who set the conditions this Alliance is about. The supervisor conversation kit, built and free, serves their frontline.

Two rules govern all of it.

  1. 6.1
    Workers never pay. One self-declared checkbox at every checkout: you are navigating your own claim or return to work, or supporting a family member through theirs, and no employer, insurer or practice is paying for this. Tick it and everything is free, in full, forever. We will never ask you to prove it, because requiring proof forces injured people to disclose, and that is a cost we are not willing to impose. The test is purpose: surviving your own claim means you never pay, and doing your job means you or your employer pays. Where someone is both, it resolves in the worker's favour.
  2. 6.2
    No payment buys influence over the standard. No dues, sponsorship, fee, grant or contribution, from an individual or an organisation, confers any influence over what the standard says, any seat in its authorship, or any right to review it in advance. Public comment is free and open to everyone, forever. Money buys standing, never say.

7The five goals

Goal 1. Establish the standard. Define and publish the standard of practice, co-authored with founding members. Publish the founding charter and open it for signatures, convene the founding group, and align with CSA Z1003 and Z1011 and the evidence base.

Goal 2. Build the base. Recruit a founding membership of practitioners, clinicians and reforming institutions, and build the infrastructure that lets people join.

Goal 3. Make the evidence unignorable. Keep the public evidence resource live, current and cited, primary-source-verified, earning citation and coverage in the field.

Goal 4. Hold practice to account. In phase two, build the mechanism that measures practice against the standard, with legal review, and track adoption rather than machinery.

Goal 5. Sustain the Alliance. Stand up the earned-revenue engine as the durable line that can fund staff, and adopt the governance and conflict-of-interest policies that protect independence.

The five goals are the organization's structural spine. Our committees are being aligned to them rather than the other way round.

8How we will know

Establishing the standard. Charter published. Standard co-authored and published. The number of founding co-authors.

Building the base. Individual signatories, and members, measured by their distribution across professional groups rather than by the total alone. A membership concentrated on one side of the system would publish nothing worth reading. Retention.

The evidence. Resource live. Citations and media references. Primary-source verification rate.

Accountability. Mechanism defined and operating. Institutions assessed against the standard. Signatories reporting that workplace and psychological-safety assessment is part of their return-to-work decisions.

Sustaining the Alliance. Signatures remain the primary measure of momentum. Alongside them: a seated board, an earned-revenue engine growing toward a salaried executive director, and policies adopted.

What we cannot measure yet, and will not pretend to. The outcomes that actually matter, fewer people harmed and recovery shaped by the workplace, cannot be measured directly today. A Claimant Experience Index is the intended measure and it is sequenced behind funding and an academic partner. Until it exists we track proxies: self-assessment completions, worker-guide reach, and signatory practice reports. We label proxies as proxies. They are adoption signals, not evidence of harm reduced.

How we correct course. The review loop is quarterly and bundled: the risk register, the product pipeline, the indicators above, and budget against actuals all reach the board together. An indicator flat for two consecutive quarters, a budget line off by more than a third, or a rising risk score triggers a written note proposing a change to this plan, rather than a silent wait for the annual review. A standing question sits on the same cycle: what are we missing.

9How independence is protected

The Alliance sets the standard and keeps the evidence free. It earns revenue by educating and certifying practitioners, licensing implementers, and guiding employers. It never charges the workers it serves, and it never sells a favourable judgment to an organization it assesses.

The firewall. A person affiliated with an organization never both advises and assesses that organization. This is per individual and per engagement, and it is set out in full in the conflict-of-interest policy.

The funding rules.

  1. 9.1
    The standard and the annual report are never sponsored, by anyone. Sponsorship touches kits, tools and events only.
  2. 9.2
    Whoever opens a funder relationship is recused from approving or renewing it, and it is minuted.
  3. 9.3
    Revenue is published annually by payer type, so anyone can see who funds this work.
  4. 9.4
    Public comment on the standard is open to all, forever.
  5. 9.5
    Credential decisions sit with an assessment committee carrying no revenue target, and the complaints and revocation process publishes before the first cohort graduates.
  6. 9.6
    Funder-concentration limits are tested against trailing actuals, never forecasts.
  7. 9.7
    Facilitated benchmarks wait for a third year, are delivered by independent licensed reviewers, and are never sold to an organization that funded our public goods in the prior three years.

Where insurer and administrator money may come from, and nowhere else. Sponsorship of free public goods under published editorial-independence rules, never the standard and never the annual report. Education seats for their own staff, meaning their people learning the standard, never their logo on it. Event sponsorship. And, from a third year, facilitated benchmarks by independent reviewers. There is no advise-then-assess route, and no organizational seal revenue.

Claimant data is aggregate only. We do not scrape, name, quote or profile individuals, in any system this Corporation runs. That is a commitment, not a preference.

10Who governs this

A Canadian federal non-profit incorporated on 10 July 2026 under the Canada Not-for-profit Corporations Act, corporation number 1808118-2, with its registered office in Hamilton, Ontario. A plain non-profit rather than a registered charity, chosen deliberately to keep full freedom to advocate. The trade-off is that no tax receipts are issued.

Five directors, listed with their roles on the about page. All of them identify with a disability and lived experience, so the board already includes the community this Alliance serves. Two directors hold no officer role, which is the independence requirement the Act sets for a soliciting corporation.

Four instruments are adopted: the Founding Charter, By-Law No. 1, the Conflict-of-Interest and Related-Party Policy, and the Executive Director Role Description. Other policies exist in draft and are not represented here as governing, because they are not.

Board decisions of record. Incorporation was authorized on 3 July 2026. The chair's casting vote was removed on 4 July, so a tied board vote defeats the motion. On 7 July the charter, by-law, conflict policy and executive director role were adopted, section 12 was added to the by-law requiring organizational recognition to run through independent review, and the conflict rule was made affiliation-based. On 28 July the mission, vision and values were adopted, along with the visual identity, and four committees were created.

How we grow the board. Two criteria: independence from the founder's history, and maintaining a majority of directors with lived experience of disability, claims, or return to work.

11What is not settled

A plan that publishes only its certainties is not worth reading. These are live and we would rather say so here than be found out later.

  • The standard has no published date. The pathway is fixed and the sixty-day comment period is fixed. The milestones are with the board.
  • Organizational membership is not established. The category, its bar and its dues need a board decision that has not happened, and until it does we cannot admit an organisation to something that does not exist.
  • Committee terms of reference are not adopted. Four committees exist. None has an adopted mandate yet.
  • Most of the policy suite is in draft. Fourteen documents were prepared and never brought to a vote. We do not cite a draft as though it governs.
  • The Alliance runs on one unpaid executive director and a volunteer board. That is the plan's largest single risk and no amount of drafting removes it.

Each of these has a route and an owner in the Board Edition. This page will be updated when they close, and the revision record below will say when and what changed.

Revision record

How this plan reached its adopted wording. Each entry is a board meeting, a resolution, or a review returned by a director.

  1. 2026-05
    Founding concept written. The evidence dossier follows.
  2. 2026-07-03
    First board meeting. Incorporation authorized and the founding documents amended.
  3. 2026-07-07
    The Founding Charter, By-Law No. 1, the Conflict-of-Interest Policy and the Executive Director Role Description adopted. By-law section 12 added. The conflict rule made affiliation-based.
  4. 2026-07-10
    Incorporated federally. Corporation No. 1808118-2.
  5. 2026-07-22
    The consolidated draft prepared, merging both directors' independent rewrites of the mission and values.
  6. 2026-07-28
    Mission, vision and values adopted. The plan sent to independent asynchronous review, each director reading it alone.
  7. 2026-07-30
    The Chair returns his notated copy to all directors.
  8. 2026-07-31
    Revision folding in the Chair's notes. The cost figures corrected to the CSA Public Policy Centre 2026 study, and an unsourced figure withdrawn permanently.
  9. 2026-08-24
    The independent review closes with the two outstanding directors confirming no further changes. All five directors have now given input.
  10. 2026-08-27
    Adopted edition. Reconciled against the board's August decisions, and split into a Board Edition and this Public Edition.

This is the Public Edition. The Board Edition carries the funding model, the targets, the full risk analysis and the governance record, and it governs where the two differ.

If something here is wrong, unclear, or reads as a claim we have not earned, we want to know. That is not a courtesy line: the evidence base is the product, and a plan nobody can challenge is not worth publishing.

Published under CC BY-SA 4.0. The Standard, when it publishes, carries a different licence.

Adopted by the Board of Directors. Revision of 27 August 2026.

Eight principles. One signature.

To sign is to stand for these principles. For an individual, that is the whole of it. Individuals are never asked to pay to sign, now or later.

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